CPA Firm Technology

CPA Firm Technology

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Raise Your Bottom Line and Control Your Core Business Services with AccountantsWorld’s Accountant-Centric Tools


Since 2003, AccountantsWorld has been helping accounting and payroll professionals maximize their productivity and serve clients better. By providing customizable, cloud-based accounting software, AccountantsWorld can help you grow your bottom line while assisting your clients to do the same.

The entire AccountantsWorld suite of professional cloud solutions has been created with the goal of providing the most value to you and your clients. By connecting you to your clients more than ever before, automating tasks, and reducing data entry duties, AccountantsWorld is able to streamline your processes, reduce overhead, improve relationships, and boost profit margins.

The AccountantsWorld Suite of Solutions

By keeping both you and your clients central to their mission, AccountantsWorld is able to provide industry leading solutions via their suite of technology-based accounting solutions, including:

  • Accounting Power: An accountant-centric, professional-grade system for your firm to perform write-up and trial balance work. Accounting Power includes tools to prepare fully customizable financial statements and a bookkeeping system for your clients.
  • Payroll Relief: The first cloud-based payroll system designed exclusively for accountants. This award-winning solution delivers fast, easy payroll processing with fully automated compliance.
  • The Power Practice System: Featuring five practical, innovative, easy-to-use solutions that seamlessly work together to solve the key issues you face in your day-to-day work. These solutions allow you to collaborate with your clients in an entirely new way, while streamlining your processes to boost your bottom line.
  • After-The-Fact Payroll: Built on the same platform as Payroll Relief for ease-of-use, this program is a fully featured cloud system for year-end compliance.
  • Cloud Cabinet: A document management system and client document portal that combine to easily keep you organized and efficient. Whatever systems you use for tax, accounting, and payroll, Cloud Cabinet makes document handling simple and productive.
  • Website Relief: An easy-to-use website builder designed just for accountant websites. Website Relief includes client portals, a free domain name and email for your firm, and much more.
  • Practice Relief: Enhance your practice with easy-to-use software that performs traditional time and billing functions, while providing reports and analysis that present an accurate portrait of where you stand.

Accounting Power

A premier solution for client accounting services that offers streamlined workflow, bill payment, receivable services, and comprehensive bookkeeping. With Accounting Power, you can perform your client engagements precisely the way you want, better serve each client, add value to your clients’ businesses, and raise your profit margins and relevance.

Created exclusively for accounting professionals, Accounting Power gives your practice the ability to:

  • Offer client accounting services to clients who prefer to offload all of their accounting work to your firm.
  • Work collaboratively with clients who want to share some accounting duties.
  • Offer advisory and outsourced CFO services to clients who need them.
  • Perform write up and trial balance with the utmost efficiency and easily prepare fully customizable financials.

Featuring a fully-integrated G/L system and comprehensive CAS module, this cloud-based platform makes each task you perform easier and faster, including banking, bill payment, accounts receivable, accounts payable, costing, and inventory. The digital check feature also allows you to pay multiple vendors from your desk with a single click.

With Accounting Power, you can take full advantage of powerful, cloud-based capabilities that put you at the center of effective client accounting.

“Accounting Power provides more control. Power Practice has enabled us to truly become the outsourced CFO solution for small business. And it allows me to focus less on processes and procedures and more on clients.” Jim Sosinski, AW

“Accounting Power provides us with real time accounting data that allows me to provide relevant and timely business advice to my clients. I am building stronger relationships with my clients, gaining their trust, and in many ways I am their virtual CFO.” Michael Ripa, EA AW

Best service anywhere. Know that I'll always get quick response from fully knowledgeable and professional staff. Mark Siletski, TrustPilot

Watch an Overview of Their Solution

 

Accounting Power Bookkeeping Capabilities

 

Let AccountantsWorld Make Your Work Life Easier


If you need technology that works for you, giving you more power to perform while helping your clients achieve their goals, visit http://www.accountantsworld.com/ today for more information on how they can help you achieve your goals.

Click here to book a one-on-one appointment with an AccountantsWorld specialist. 



BQE Core

 

BQE Core is a comprehensive, powerful, and flexible project accounting solution for professional services firms.

With robust management, time and expense tracking, billing, and accounting capabilities, BQE Core is unique in its breadth and depth. The combination of these features allows for remarkable business intelligence in addition to easy collaboration and streamlined workflows. The outcome? Faster, smarter decision-making, increased efficiency, and improved profits.

Notable information about Core’s features includes:

  • Dashboards: Core lets you configure dashboards the way you want, both in terms of the information displayed and its design. It also has specialized screens for tracking project performance, client performance, and employee performance.

Core Accounting KPI Dashboard

  • Time and Expense: Core offers time and expense tracking in multiple formats, from straightforward timecards to smart timers. Track overtime, compensation time, sick time, vacation, and holidays and record unlimited notes about each entry.

  • Project Management: Core’s project management capabilities include multi-level submittal and approval workflows, resource scheduling, forecasting tools, real-time tracking, and more.

  • Billing: Core’s most notable billing feature is its advanced automation, which saves immense amounts of time and effort. It contains versatile invoicing functions that let you manually or batch process invoices based on retainer, percent completion, fixed fee, hourly, hourly “not to exceed” contracts, and more.

  • Accounting: Core’s accounting module lets you write checks, reconcile accounts, create balance sheets, connect to bank and utility feeds for automatic reconciliation, and more. It also offers a general journal, detailed profit and loss reports, customizable report templates, plus a chart of accounts for income, expense, assets, liability and credit card accounts.

Core Bank Feeds

  • Apps: Core has one of the most extensive mobile apps we've come across - you can send invoices, run reports, receive real-time notifications, and more all from your smartphone.

core mobile screen invoice

  • Integrations: Core’s API technology allows rapid integrations with other cloud-based business tools. Currently it integrates with QuickBooks Online, MYOB AccountRight, Dropbox, Google Drive, and Amazon Web Services, and there are many more on the horizon.

Core is cloud-based, so there’s no need for users to install anything, it can be accessed from anywhere, and it doesn’t require updates. Its breakthrough à la carte pricing means that you don’t need to pay for features you don’t use. Monthly, quarterly, and annual plans make it the most cost-effective choice for firms with seasonal employees or shifting demand.

Core comes from a company with decades of experience in the professional services industries, with engineers, architects, and accountants on its research and development team. BQE Software prioritizes user feedback and regularly consults with its customers to ensure they’re surpassing their needs and expectations.

The Bottom Line

If you’re looking for a flexible, innovative project accounting solution that will scale with your business, BQE Core is an excellent fit. Its business intelligence is unrivaled in its field, and its automation capabilities for billing, reporting, and more make it a worthy addition to your office.

Additional Resources:
BQE Core for Accountants Video
https://www.youtube.com/watch?v=WFB5oFM1H4Q

 

 


  DocIt logo resized

Company Overview

Doc.It provides an integrated suite of applications designed to assist public accounting firms in managing the ever-increasing volume of documents under their control and the workflows associated with these documents. Founded in 2001, Doc.it currently serves firms of all sizes throughout North America.With deep integrations into firm-centric applications such as CaseWare, ProSystem fx Engagement, Microsoft Outlook, fax appliances, and virtually all practice management and other applications, Doc.It facilitates improved organization and efficiency within firms by helping team members to manage virtually all types of documents and workflows. Doc.It Perhaps the benefits associated with using Doc.It are best illustrated by the numerous industry awards the company has received including the following:

  • Accounting Firm Operations and Technology Survey 2016 Risk Mitigation Award
  • CPA Practice Advisor 5-Star Award
  • K2 Enterprises Quality Award
  • CPA Practice Advisor Technology Innovation Award
You can learn more about Doc.It by visiting www.doc-it.com or by continuing to read below.

Learn More About Doc.it from K2 Enterprises

 

Click here for more information on integrating Doc.It with CaseWare


Click here for more information on integrating Doc.It with ProSystem fx Engagement

Doc.It Suite


Doc.It Suite
is a fully-integrated, cloud-enabled set of document management, storage, and workflow tools designed to assist public accounting firms in attaining better profitability through “paperless” processes. Included in the Doc.It Suite are the following tools, each of which fully integrates with all the other tools in the suite and with various external applications.

Doc.It Archive is the long-term document storage component of Doc.It Suite. Using Doc.It Archive, you can easily store PDF documents that are fully-indexed and tagged with appropriate records retention policies. You can also easily send documents from Doc.It Archive to clients through the integration with Doc.It Portal. And, although Doc.It Suite is a cloud-enabled service, if you would prefer to store your data on your local server, you maintain that option with Doc.It.

Doc.It Inbox is a temporary storage tool used to house “active” documents – in their native format – prior to sending them to Doc.It Archive, co-workers, Doc.It Work Binders, or other systems.

Doc.It PDF Editor provides PDF editing capabilities so that Doc.It Suite users can mark-up, edit, and rearrange PDF documents managed in Doc.It Suite. It also provides users with the ability to create and apply calculator tapes and tick marks to PDFs.

Doc.It Policy Manager allows firms to create and automatically apply policies – such as file naming and storage location policies – to all documents managed in Doc.It Suite. Using these policies, firms can increase efficiencies by ensuring that there is uniformity and consistency in document storage practices.
 
Doc.It Scan and Organize interfaces with your scanners to facilitate scanning and Optical Character Recognition (OCR) of documents into Doc.It Suite. The tool’s form recognition engine is capable of automatically identifying, naming, and organizing a countless number of document types. Further, because Doc.It Scan and Organize runs OCR, documents are searchable, potentially saving hours per user, per year when trying to locate specific elements of data.

Doc.It Web Portal is used to allow client and other third-party access – such as bankers and investors – access to documents stored in the Doc.It Suite. In addition, clients can also use Doc.It Web Portal to securely send sensitive information to a firm. Examples of documents typically stored or transmitted using Doc.It Web Portal include tax returns, financial statements, QuickBook data files, and Excel workbooks.

Doc.It Work Binders are electronic binders of documents and files stored in their native format. Using Doc.It Work Binders, you can keep all documents and files related to a particular project or engagement in a single electronic binder, easily accessed by team members working on the project or engagement. Once the project or engagement is completed, you can publish the binder to the Doc.It Archive for long-term storage.

Doc.It Workflow can be used to help manage all engagement types, ranging from simple individual tax returns to complex audit or consulting engagements. With Doc.It Workflow, you can establish and monitor due dates, assign tasks to team members, and electronically route a task or project to the appropriate team member.

In addition to the specific components outlined above, Doc.It Suite includes native search capabilities that facilitate quick and easy location and identification of documents of interest. Doc.It Suite also contains native “publishing” capabilities, allowing users to create fully-bookmarked, searchable PDFs of all documents related to an engagement. Doc.It Suite automatically stores the published PDF in the Doc.It Archive.

Pricing


Doc.It Suite is offered in a subscription model and firms can add and remove users on demand, without the headaches and hassles of long-term contracts. Of course, in a subscription model, pricing is based on the number of users of the service and varies, as shown below.

  • For firms with 1 – 10 users, pricing is $35 per license, per month.
  • For firms with 11 – 40 users, tiered pricing is in effect starting at $35 per license, per month for the first 10 users. For the next 20 users, pricing is $30 per license, per month. For the next 10 users, pricing is $25 per license per month.
  • For firms with more than 40 users, pricing is $25 is per license, per month.

In all cases, the monthly subscription fees include unlimited phone and email-based support, all updates and upgrades, unlimited access by all team members and clients to the Doc.It Web Portal, and integrations with other software programs. Additionally, Doc.It strongly recommends training team members on how to realize the best productivity gains from Doc.It Suite; Doc.It offers both web-based and on-site training options for an additional fee.

Instead of monthly cost, perhaps a more useful estimate the value of Doc.It Suite lies in a measure of Return on Investment (ROI.) To illustrate, assume that each team member in a Doc.It Suite-enabled firm of ten users saves 5 minutes per workday as a direct result of being able to manage documents and workflows more efficiently. Further assume that just 50% of these time savings are converted into additional billings and that the average billing rate across the firm is $175 per hour. In a month of twenty workdays, the firm would bill an additional $1,458 per month, compared to its Doc.It Suite subscription fees of $350 per month. Over an entire year, this translates into additional profits of $13,300, and yields an ROI of 417%!

Additional Doc.It Resources


Case studies

Investigate Doc.It for a Firm of Your Size

eBooks

White Papers

Downloads

 


 Zoho

Company Overview

 

Zoho has been developing and delivering business-oriented, Cloud-based solutions for over a decade. This privately-owned organization has approximately 3,500 team members and does not rely on outside investments, helping the company to stay focused on delivering solutions that solve problems, instead of meeting investor demands. Key among Zoho’s corporate values are the company’s commitment to investing in R&D and customer service; in fact, the Zoho currently invests more in these two areas than it does in sales and marketing.

Zoho currently offers a full suite of Cloud-based tools to help businesses solve problems, execute plans efficiently, and provide excellent customer service. Collectively, Zoho refers to this suite as “the operating system for business.” Presently, this suite consists of 35 different solutions in six key areas: 1) Sales & Marketing, 2) Email & Collaboration, 3 ) Business Process, 4) Finance, 5) IT & Help Desk, and 6) Human Resources.  Four key solutions offered by Zoho are discussed below; for information on the entire suite of solutions, please visit www.zoho.com.

Learn More About Zoho from K2 Enterprises

 

 Key Solutions Offered by Zoho


Zoho Books

Zoho Books is a cloud-based, full-featured accounting tools for small and emerging business. Books provide an organization with a full set of accounting tools so that managers can effectively record and track transactions and prepare the financial and operational reports needed to help ensure that the organization is meeting established objectives.

Zoho offers Books in three subscription models – Basic, Standard, and Professional – and pricing is $9, $19, and $29 per month for an entire organization; there are no per user charges. Free trials are available.

Depending upon the subscription selected, Zoho Books provides functionality in the following areas:

  • General Ledger
  • Accounts Payable
  • Bank Reconciliation
  • Accounts Receivable
  • Sales Orders
  • Inventory
  • Project Accounting
  • Timesheets
  • Invoicing
  • Reporting Tags

Organization opting to utilize Zoho Books can choose to integrate it with other Zoho services, including Zoho CRM, Zoho Projects, Zoho Expenses, and Zoho Reports for even greater functionality.

To learn more about Zoho Books, please click here or visit https://www.zoho.com/us/books/, or watch this recorded webinar.

Zoho CRM

For organizations seeking to implement CRM functionality without the associated hassle, complexity, and expense associated with on-premise software and servers, Zoho CRM provides a powerful and affordable solution to help engage customers and clients. With Zoho CRM, you can track activities and communications associated with all of your organization’s  leads, contacts, accounts, and opportunities. Further, you can automate many of your outbound marketing activities through email templates, website visitor tracking, mass email, and auto-responders. You can even use Zoho CRM to manage your organization’s social media efforts and to generate sales quotes, sales orders, and invoices.

Indicative of many of the tools available from Zoho, one of the areas where Zoho CRM shines is integration with other tools, including those available from Zoho as well as third-parties. For instance, you can integrate Zoho CRM with Zoho Campaigns, Zoho Projects, Zoho Books, and Zoho Survey, among other Zoho tools. You can also integrage Zoho CRM with Microsoft Office (including Outlook), RingCentral, Twilio, Ringio, Avaya, and various services provided by Google, including Gmail, Sites, and Calendar. Of course, because mobility is critical to many professionals today, Zoho CRM allows you to access your information and perform mission-critical tasks from your mobile device.

Zoho offers a number of CRM plans to meet the needs of organizations of all sizes. Pricing ranges from $12 to $100 per user, per month, depending on the plan selected. Zoho reports that its most popular plan is Zoho CRM Enterprise and the price for this service is $35 per user, per month.

For more information on Zoho CRM, please click here or visit https://www.zoho.com/crm/.

Zoho Creator

Being able to quickly develop and deploy custom applications in today’s ever-changing business climate is a critical need for many organizations. Using Zoho Creator, you can create and deliver applications to heal streamline your business processes and encourage collaboration across your organization. Perhaps best of all, you don’t need to be a programmer to create powerful and elegant apps that will help to securely automate business workflows while gaining valuable business insights, even if you are operating in a mobile environment.

Zoho Creator provides a drag-and-drop environment that allows you – even if you are a non-technical user – to create applications with overwhelming ease. It supports workflows that allows you to incorporate branching logic into your applications, making them even more powerful. And with exceptional report-writing capabilities built-in to Zoho Creator, you can create powerful and insightful reports to help make informed and profitable decisions.

Of course, you can integrate Zoho Creator with other Zoho tools, including CRM, SalesIQ, Subscriptions, Books, and Reports. You can also integrate Zoho Creator with various third-party tools, including QuickBooks, PayPal, Google Apps, and Salesforce. And if you need to develop mobile apps, you can use Zoho AppCreator to address that need.

Pricing for Zoho Creator ranges from $5 to $15, per user, per month, depending on the plan selected. Further, you can get started with a free plan that has no limit on the amount of time you can use the tool.

For more information on Zoho Creator, please click here or visit https://www.zoho.com/creator/.  For more information on Zoho AppCreator, please click here or visit https://www.zoho.com/appcreator/.

Zoho Mail

Email is the most widely-used form of business communication today and a company that bills its suite of applications as “the operating system for business” could not be taken seriously if it did not offer business-class email. Zoho Mail provides business professionals with a powerful email tool, without the time-draining hassle of advertisements that sometimes appear in other webmail tools.

Zoho Mail is a true, business-class email service that provides administrators with the ability to create and manage email policies, groups, and quotas. Further, Zoho guarantees a minimum uptime of 99.9% and provides built-in anti-spam and anti-virus controls. You can access Zoho Mail from a browser on your computer, from your mobile device, or from Microsoft Office Outlook. In addition, your Zoho Mail account provides integrated instant messaging and group chat capabilities, making it easier than ever to collaborate. And your Zoho Mail account incorporates access to Zoho Docs, providing you and your team with online tools for word processing (Zoho Writer), presentations (Zoho Show), and spreadsheets (Zoho Sheets).

Paid subscriptions to Zoho Mail (including access to Zoho Docs), range from $2.50 to $10 per user per month, depending on the amount of storage required and features selected. A no-cost subscription to Zoho Mail provides support for up to 25 users, integrated access to Zoho Docs, and 5GB of mailbox storage space and 5GB of Docs storage space, per user.

For more information on Zoho Mail, please click here or visit https://www.zoho.com/mail/.

 

Full Listing of Zoho Solutions


Sales & Marketing

  • CRM
  • SalesInbox
  • SalesIQ
  • Survey
  • Campaigns
  • Sites
  • Social
  • Contact Manager
  • Forms
  • Motivator

Email & Collaboration

  • Mail
  • Notebook
  • Docs
  • Projects
  • Connect
  • BugTracker
  • Meeting
  • Vaults
  • Showtime
  • Chat

Business Process

  • Creator
  • AppCreator
  • Reports
  • Site24x7

Finance

  • Books
  • Invoice
  • Subscriptions
  • Expense
  • Inventory

IT & Help Desk

  • Desk
  • ServiceDesk Plus
  • Mobile Device Management
  • Assist

Human Resources

  • Recruit
  • People

 

Accounting Software for CPA Firms

 

All

Office 365Microsoft Logo
 

Office 365

Office 365 is a licensing program from Microsoft that provides multiple options for licensing various Microsoft applications and hosted services, including Microsoft Office, Exchange Online, SharePoint Online, Lync Online, and OneDrive for Business. For business organizations, four options are particularly attractive.

  1. Office 365 ProPlus ($12 per user, per month), a simple and inexpensive way of licensing Office 2013.
  2. Office 365 Midsize Business ($12.50 per user, per month), a complete set of tools, including Microsoft Office, designed for businesses with up 300 users.
  3. Office 365 E3 ($20.00 per user, per month), a more robust plan for businesses of all sizes that includes archiving and legal hold capabilities for email and support for hosted voicemail.
  4. Office 365 E4 ($22.00 per user, per month) the most robust plan available, including all of the features available in other plans, plus the ability to enhance or replace a traditional PBX phone system with tools available in Office 365.

Read more...

 
ms-power-bi-logo

Power BI for Office 365

Power BI is a set of Microsoft tools used in tandem with Microsoft Office Excel to provide users with the ability to quickly summarize large volumes of data, create visualizations of the results, drill down on data to see the supporting detail, and share the data in dashboards on Power BI sites. These capabilities can be used to analyze information ranging from financial, sales, manufacturing, or human resources and more. The flexibility of Power BI allows users to create Key Performance Indicators (KPIs) that can be easily updated and filtered to spot trends over time periods, regions, budgets or goals.
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 1-5 Practitioners

Accounting Power by AccountantsWorld

Since 2003, AccountantsWorld has been helping accounting and payroll professionals maximize their productivity and serve clients better. By providing customizable, cloud-based accounting software, AccountantsWorld can help you grow your bottom line while assisting your clients to do the same.
Read more...

 
Adagio by Softrak

Adagio

Modular accounting system combines a batch interface that is easy to understand and control with online processing in order entry and inventory control. Modules in the Adagio product line include General Ledger, Receivables, Payables, Invoicing, Inventory, Order Entry, Sales Analysis, Purchase Orders, Payroll, Job Costing, Time & Billing, and Report Writing.
Read more...

 
Sage 50 U.S. (was Peachtree Quantum Accountants Edition)

Sage 50 U.S. (was Peachtree Quantum Accountants Edition)

Sage Peachtree is designed for businesses that view accounting as a tool to help them make better decisions. It's an easy-to-use comprehensive solution based on real, double-entry accounting principles with screen-level security, audit trails, and automatic accounting checks, that provides businesses the accuracy and control they need to improve results.
Read more...

 
QuickBooks Accountant

QuickBooks Accountant

QuickBooks is used by small businesses for most financially related business processes, from entering sales receipts, tracking expenses, preparing and sending invoices, sales tax tracking and payment, preparation of basic financial statements and reports, and inventory management. The program also includes MICR check printing and options for employee payroll and time tracking. For most tasks, QuickBooks does not require users to understand standard accounting procedures. Most transactions are recorded using on-line screens that closely resemble paper-based forms such as invoices or checks.
Read more...

 
Sage 50 Canada (was Simply Accounting)

Sage 50 Canada (was Simply Accounting)

Sage Simply Accounting is feature-packed and easy-to-use accounting software that allows small businesses to manage cash flow, invoicing and billing in the language of their choice—easily switching between English and Spanish in the US version or English and French in the Canadian version. Small businesses can keep their financial affairs in compliance with a full-time audit trail and automatic in-house payroll tax calculations and updates, while reining in costs. Gain a better understanding of their customers with robust analysis, reporting and forecasting options.
Read more...

 
FAN Badge-freshbooks

FreshBooks

Helps your small business clients stay on top of their books, get paid faster, and improve cash flow. For accountants, FreshBooks allows you to get the info you need to make the most of your time with your clients. Focus on providing high value advice, more than cleaning up data entry.
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6-20 Practitioners

Sage ERP MAS 90 / MAS 200

Sage ERP MAS 90 / MAS 200

Sage ERP MAS 90 offers a broad selection of feature-rich solutions, including core accounting, e-commerce, business intelligence tools, HR and payroll, customer relationship management (CRM) and financial reporting software. In addition to robust project management, it has manufacturing and wholesale distribution software solutions that help mid-market businesses automate key processes, including inventory management, bill of materials and job costing.
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Open Systems TRAVERSE

Open Systems TRAVERSE

TRAVERSE from Open Systems, Inc. is a fully enabled .NET solution, Microsoft Compliant. TRAVERSE is truly a SMB to SME market, multi-user solution. TRAVERSE Enterprise Edition is a Microsoft SQL Server solution for the mid-to-large market. TRAVERSE's Excel analysis and reporting provides real-time Pivot table to database reports, as well as OLAP capabilities. TRAVERSE provides a seamless interface to Microsoft Office products, as well as Internet connectivity and multilingual/multicurrency capabilities.
Read more...

 
QuickBooks Enterprise Solutions

QuickBooks Enterprise Solutions

Small businesses use QuickBooks for most financially related business processes, from entering sales receipts, tracking expenses, preparing and sending invoices, sales tax tracking and payment, preparation of basic financial statements and reports, and inventory management. The program also includes MICR check printing and options for employee payroll and time tracking. For most tasks, QuickBooks does not require users to understand standard accounting procedures. Most transactions are recorded using on-line screens that closely resemble paper-based forms such as invoices or checks.
Read more...

 
CYMA

CYMA Financial Management System

CYMA Financial Management System (FMS) is flexible, sophisticated accounting software for growing mid-sized businesses. CYMA FMS provides accounting functionality powerful enough for the most demanding user and straightforward for new users. With multi-user capability, unlimited companies/vendors/accounts/employees and a wide array of modules including Payroll and Human Resources, CYMA FMS accounting software is designed to expand as companies grow.
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21-100+ Practitioners

Sage ERP ACCPAC Advantage Series

Sage ERP ACCPAC Advantage Series

Accpac has had a long history and is both well recognized and respected in the United States, as well as Canada. Accpac was one of the first companies to redesign its solutions for web processing and the product is fully web enabled. Being one of the very few platform independent solutions, Accpac is at home on Windows, as well as Linux-based workstations and servers and integrates with a number of highly scalable database solutions.
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Document Management Solutions

eFileCabinet

eFileCabinet

eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents. Over the years, the application has matured, adding support for a significant financial services user base, launching new integrations with a wide range of products (including e-signature from DocuSign and RightSignature), and announcing a strategic relationship with global business management software publisher Sage.
Read more...

 
Doc-It Suite 3.6

Doc-It Suite 3.6

Doc.It Suite 3.6 provides a complete document management and workflow solution to the public accounting practice. It is perhaps the most comprehensive we have seen in terms of its ability to offer a beginning-to-end solution, with personal attention and guided assistance implementing its solution. The Suite is installed in over 250 accounting practices throughout North America. While Doc.It Suite 3.6 fits a practice of any size, it is very competitively priced for an accounting practice from 15 persons up. Doc.It's unique subscription model makes it easy for small firms to license the product with minimal commitment.
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FileCabinet CS - Thomson Reuters

FileCabinet CS - Thomson Reuters

FileCabinet CS is designed for Accountants in public practice with specific emphasis on Tax service, but may be applied to Audit and other client-related files as well. The product is now available as a Client/Server solution, as well as a Cloud solution via the Internet.
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GoFileRoom - Thomson Reuters

GoFileRoom - Thomson Reuters

GoFileRoom combines comprehensive document management, scanning, and workflow technologies with the power of the Internet to provide firms with a single tool to efficiently manage, secure, and streamline the workflow process.
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ProSystem fx Document - CCH

ProSystem fx Document - CCH

CCH Document is a complete document management solution built specifically for accountants in public practice. This application attempts to reduce the costs associated with creating and storing paper documents, which should result in an environment where staff is able to work together more efficiently and enable staff members to shed the dependence on physical pieces of paper, allowing access to any document from any location. In addition, CCH Document automates document retention and, thus allows for the implementation of consistent firm-wide retention policies. These policies ensure that documents are retained for mandated periods of time and then disposed of properly.
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SmartVault

SmartVault

SmartVault offers many of the features of a conventional document management system, but in a package with a substantially reduced learning curve, virtually no start-up costs and tight integration with QuickBooks. SmartVault’s integration with QuickBooks via a simple patent-pending toolbar interface is one of the most distinct competitive differentiators. SmartVault designed its document management solution specifically for QuickBooks, optimizing the integration. The usability of the toolbar creates a seamless user experience for scanning, attaching, and finding documents within a familiar application. SmartVault, a Software-as-a-Service (SaaS) solution, requires no hardware to install; no need to configure server software and updates; and any new features are automatically provisioned to all users.
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Practice Management Products

 

Top Practice Management Products

BQE Core

BQE Core

With robust management, time and expense tracking, billing, and accounting capabilities, BQE Core is unique in its breadth and depth. The combination of these features allows for remarkable business intelligence in addition to easy collaboration and streamlined workflows. The outcome? Faster, smarter decision-making, increased efficiency, and improved profits.
Read more...

 
APS Advance

APS Advance

APS Advance Practice Management is the centerpiece of the Advance suite of product offerings from APS, providing a variety of solutions for accounting and consulting firms. The system has been developed in-house rather than through acquisitions and has been built upon the Microsoft SQL platform since 1997.
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Specialty / Miscellaneous

ShareFile for Accountants

ShareFile for Accountants

ShareFile for Accountants can provide your business with a secure, easy and professional way to exchange important documents, such as Quickbooks files and tax returns, with clients. The custom-branded, password-protected portal provides a way to exchange confidential tax documents and other sensitive financial information with clients and colleagues. With ShareFile for Accountants, your business can exchange files up to 10 GB in size.
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Results CRM

Results CRM

Results CRM allows you to track sales opportunities and service delivery, generate work orders, schedule personnel, analyze business information and produce management reports. Results CRM Plus extends the power of Results CRM by adding project management, contract management and enhanced business process automation functionality. Results Business Suite allows users to track and manage workflows associated with product pricing, inventory, invoices, expenses and payments.
Read more...

 
XCM


XCM Accelerated Workflow Automation

XCM is a very powerful application that includes features and benefits not found in tracking and/or document management solutions currently marketed to the accounting industry.

Web-based application; all client information and reports are accessible remotely with an Internet browser.
Read more...

 
Zoho


Zoho

Zoho currently offers a full suite of Cloud-based tools to help businesses solve problems, execute plans efficiently, and provide excellent customer service. Collectively, Zoho refers to this suite as “the operating system for business.”

Read more...

 

Tax Software Products

 

Top Tax Preparation Products

Drake Software - Tax Preparation

Drake Software - Tax Preparation

 

  • Fully Integrated Package
  • Privately owned
  • Recognized in numerous industry reviews, placing first in customer satisfaction, support, relative value, and more
  • Provides incredible support, answering the phone on the average in less than 10 seconds during the busiest part of tax season
  • All of the states are normally approved and ready to go by the first week of January
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Specialty Products

Avatax - Avalara

Avatax - Avalara

Avalara helps businesses get tax compliance right. Avalara’s customers face demanding tax obligations imposed by state, local, and other taxing authorities around the world, and rely on Avalara to provide efficient and accurate solutions to manage those requirements. The company provides solutions for various transactional taxes, including sales and use, VAT, excise, communications, and others. Each year, Avalara serves customers by processing billions of tax transactions, filing more than a million transaction tax returns, and managing millions of tax exemption certificates and other compliance documents.
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SpeedTax Manager

SpeedTax Manager

SpeedTax solution is hosted in a complete SAS70 compliant environment. SpeedTax is a provider of web-based, fully-automated sales tax compliance and management services for small to large businesses. There is no timeframe requirements, and no transactional overages penalties.
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Write-Up Solutions

 

Top Write-Up Products

QuickBooks Accountant

QuickBooks Accountant

QuickBooks is used by small businesses for most financially related business processes, from entering sales receipts, tracking expenses, preparing and sending invoices, sales tax tracking and payment, preparation of basic financial statements and reports, and inventory management. The program also includes MICR check printing and options for employee payroll and time tracking. For most tasks, QuickBooks does not require users to understand standard accounting procedures. Most transactions are recorded using on-line screens that closely resemble paper-based forms such as invoices or checks.
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Sage 50 U.S. (was Peachtree Quantum Accountants Edition)

Sage 50 U.S. (was Peachtree Quantum Accountants Edition)

Sage Peachtree is designed for businesses that view accounting as a tool to help them make better decisions. It's an easy-to-use comprehensive solution based on real, double-entry accounting principles with screen-level security, audit trails, and automatic accounting checks, that provides businesses the accuracy and control they need to improve results.
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Sage 50 Canada (was Simply Accounting)

Sage 50 Canada (was Simply Accounting)

Sage Simply Accounting is feature-packed and easy-to-use accounting software that allows small businesses to manage cash flow, invoicing and billing in the language of their choice—easily switching between English and Spanish in the US version or English and French in the Canadian version. Small businesses can keep their financial affairs in compliance with a full-time audit trail and automatic in-house payroll tax calculations and updates, while reining in costs. Gain a better understanding of their customers with robust analysis, reporting and forecasting options.
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Billing Solutions Software

bill-com-logo

Bill.com

In an increasingly competitive environment, accounting firms are looking for creative ways to address the challenges of business growth and client retention. Offer your clients your own advanced client service solution branded with your logo, delivered through your website, powered by Bill.com. Read Full Review.

 
FAN Badge-freshbooks

Freshbooks

FreshBooks helps small businesses stay on top of their books, get paid faster, and improve cash flow with invoicing, time tracking, expense management, and other functionality small business clients need to run their businesses in the cloud. For accountants, FreshBooks allows you to get the info you need to make the most of your time with your clients. You can focus on providing high value advice rather than cleaning up data entry. Read full review.

 

Payroll Software

Payroll Relief

Payroll Relief also allows you to handle unlimited pay types while giving you comprehensive reports for compliance and management. When you combine that with its powerful analytic tools, Payroll Relief gives you control over processing payroll you’ve never had, with less work required on your end. Read Full Review.

 

    

Reviewed Products

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The information provided herein is not warranted in anyway and is subject to change without notice.
We recommend that you confirm information contained herein with the appropriate manufacturer or reseller.

Information to help you select the best Software Package to meet your specific needs